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Holistic Customer Plan

Create and manage a success plan that can be used for the entire life-cycle of a customer.

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Publisher
Gainsight
  • CSM
  • Intermediate
  • Playbook

Overview

Create and manage a success plan that can be used for the entire life-cycle of a customer.

  • Enables Customer Success Managers and Customer Success Leadership team to formally document and monitor goals related to growth, performance, expansion and ROI goals.
  • SWOT playbook can be used to track additional context about the customer in case SWOT analysis is needed or helpful for a particular customer.
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Included Assets

  • Success Plan Configuration (1) – This holistic customer plan can serve as a full lifecycle one-pager for each of your customers
  • Playbooks (2) – Easily run a SWOT analysis on a customer, or monitor your partnership goals’ growth, performance, and expansion

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